CHARLOTTE HALL ROTARY FOUNDATION INC: Form 990EZ, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CHARLOTTE HALL ROTARY FOUNDATION INC (EIN 52-2170259)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-11-13
- IRS object ID
- 201833179349200403
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T02:50:34-08:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thomas C Erickson Tax Preparation Services | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23284 Nicholson Street | AddressLine1Txt |
| City | Hollywood | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20636 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522170259 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHARLOTTE HALL ROTARY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 3018845904 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 681 | AddressLine1Txt |
| City | CHARLOTTE HALL | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20622 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN MATTINGLY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3018845904 | PhoneNum |
| Signature | 2018-11-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS C ERICKSON | PreparerPersonNm |
| PTIN | P01510589 | PTIN |
| Phone | 2405382128 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.153.41.25 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-13 | IPDt |
| IP Tm | 02:50:26 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C18D875DF65203ED15497B6B7038D80E7F13A93A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C18D875DF65203ED15497B6B7038D80E7F13A93A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $76,130 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $45,506 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Investment Income | $449 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Gaming Gross Income | $30,175 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $17,264 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $12,911 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $58,866 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $55,203 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $1,185 | OtherExpensesTotalAmt |
| Total Expenses | $56,388 | TotalExpensesAmt |
| Excess Or Deficit For Year | $2,478 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $118,672 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $121,150 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,672 | BOYAmt |
| EOY | $121,150 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,672 | BOYAmt |
| EOY | $121,150 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,672 | BOYAmt |
| EOY | $121,150 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | SEE SCHEDULE O | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt | Foreign GrantsForeignGrantsInd |
|---|---|---|---|
| EDUCATIONAL SCHOLARSHIPS TO GRADUATING SENIORS | $32,000 | $32,000 | |
| ROTARY FOUNDATION GLOBAL GRANT #GG1862299 CATARACT SURGIES IN NIGERIA | $10,500 | $10,500 | Yes (X) |
| MISSION FOR MERCY 2018-2019 PROJECT GLOBAL GRANT #1870345 ROTARY FOUNDATION GG #1757117 MULTI PARAMETER MONITOR FOR NEURO SURGERIES MUMBAI, INDIA | $4,699 | $4,699 | Yes (X) |
| SEE SCHEDULE O | $4,004 | $4,004 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $51,203 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| ILA SHAH | ||
| PRESIDENT | 4.00 | $0 |
| STEPHEN MATTINGLY | ||
| TREASURER | 2.00 | $0 |
| DAVID W VIAR | ||
| BOARD MEMBER | 2.00 | $0 |
| TONI KRUSZKA | ||
| BOARD MEMBER | 2.00 | $0 |
| KARRIE WOOD | ||
| DIRECTOR | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN D MATTINGLY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28290 THREE NOTCH ROAD | AddressLine1Txt |
| City | MECHANICSVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20659 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3018845904 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,786 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,629 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,055 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,721 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,506 | CurrentTaxYearAmt |
| Total | $168,697 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,304 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,480 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,860 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,166 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,175 | CurrentTaxYearAmt |
| Total | $147,985 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,090 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,109 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $75,915 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,887 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,681 | CurrentTaxYearAmt |
| Total | $316,682 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $316,682 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $143 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $160 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $180 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $300 | CurrentTaxYearMinus1YearAmt |
| Total | $783 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $143 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $160 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $180 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $300 | CurrentTaxYearMinus1YearAmt |
| Total | $783 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,465 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99750 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99620 | PublicSupportPY509Pct |
| Investment Income CY | 0.00250 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00380 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Bingo | $30,175 | GrossRevenueBingoAmt |
| Gross Revenue Total Gaming | $30,175 | GrossRevenueTotalGamingAmt |
| Net Gaming Income Summary | $30,175 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming With Nonmembers | false | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990EZ, Part I, Line 10 | LANDSCAPING PROJECT FOR NURSING HOME; DONATION; ST. MARY'S NURSING HOME CENTER: 21585 PEABODY STREET |
| Form 990EZ, Part I, Line 10 | DICTIONARIES FOR NEEDY THIRD GRADE CHILDREN; DONATION; : , , , ; , 480. |
| Form 990EZ, Part I, Line 10 | PORTABLE LIBRARY; DONATION; ST. MARY'S COUNTY RECREATION & PARKS: 23150 LEONARD HALL DRIVE, LEONARDT |
| Form 990EZ, Part I, Line 10 | SUPPORT EXCHANGE STUDENT FROM BRAZIL; DONATION; : , , , ; NO RELATION, 1000. |
| Form 990EZ, Part I, Line 10 | LEUKEMIA AND LYMPHOMA SOCIETY TEAM SPONSOR; DONATION; 3 INTERNATIONAL DRIVE, SUITE 200: RYE BROOK, N |
| Form 990EZ, Part I, Line 10 | SPONSOR FOR BUDDY WALK; DONATION; DOWN SYNDROME ASSOCIATION OF SOUTHERN MARYLAND: PO BOX 455, HUGHES |
| Form 990EZ, Part I, Line 10 | EQUIPMENT FOR SPECIAL NEEDS CHILD; DONATION; : , , , ; , 258. |
| Form 990EZ, Part I, Line 10 | SCHOLARSHIPS TO 32 STUDENTS; SCHOLARSHIP; : , , , ; , 32000. |
| Form 990EZ, Part I, Line 10 | MULTI PARAMETER MONITOR FOR NEURO SURGERIES, MUMBAI, INDIA; GRANT; THE ROTARY FOUNDATION: ONE ROTARY |
| Form 990EZ, Part I, Line 10 | CATARACT SURGERIES IN NIGERIA; GRANT; THE ROTARY FOUNDATION: ONE ROTARY CENTER, 1560 SHERMAN AVE., E |
| Form 990EZ, Part I, Line 10 | MISSION FOR MERCY PROJECT; GRANT; THE ROTARY FOUNDATION: ONE ROTARY CENTER, 1560 SHERMAN AVE., EVANS |
| Form 990EZ, Part I, Line 16 | MISCELLANEOUS EXPENSES 1185. |